Posts on GOOGL

Latest ideas and analyses related to Alphabet Inc. Class A Common Stock

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GOOGL , META , ROKU

+38 pts



$GOOGL: TikTok Taking Share from YouTube

By labjordan on July 27, 2022, 5:32 p.m.
Tagged topics: growing competition , TikTok

Views: 25, Votes: 5, Responses: 0, Attachments: 1
GOOGL

+39 pts



$GOOGL - What's the saying? Nothing's certain but GOOGL & taxes? Adjusting estimates

By junkfoodlover on July 27, 2022, 5:29 p.m.
Tagged topics: earnings results

Views: 23, Votes: 3, Responses: 0, Attachments: 1
GOOGL

+38 pts



$GOOGL Results Inline With Industry Dynamics; Debates Will Remain Open on Macroeconomic Impacts Ahead

By ethonomics on July 27, 2022, 4:59 p.m.
Tagged topics: earnings results

Views: 22, Votes: 4, Responses: 0, Attachments: 1
GOOGL

+39 pts



$GOOGL Search and Uncertainty

By mooreideas on July 27, 2022, 11:59 a.m.
Tagged topics: earnings results

Views: 27, Votes: 6, Responses: 0, Attachments: 1
GOOGL , GOOG

+42 pts



$GOOGL Search and Uncertainty

By realmomobags on July 27, 2022, 5:08 a.m.
Tagged topics: earnings results

Views: 33, Votes: 7, Responses: 0, Attachments: 1
GOOGL

+5 pts



Seeking for analyst reports on  $NASDAQ:GOOGL*

By Thorndyke on July 27, 2022, 4:17 a.m.
Tagged topics: analyst checks

Views: 15, Votes: 4, Responses: 1, Attachments: 0
META , SNAP , TWTR , TTD , IAS , GOOGL

+41 pts



Online Advertising 2Q22 Preview & Top Picks

By labjordan on July 25, 2022, 3:50 p.m.
Tagged topics: earnings preview

Views: 38, Votes: 7, Responses: 0, Attachments: 1
META , GOOGL , SNAP , TWTR

+44 pts



Q2 Digital Ad Preview: Another Numbers Reset Ahead?

By junkfoodlover on July 19, 2022, 5:42 p.m.
Tagged topics: earnings preview

Views: 44, Votes: 9, Responses: 0, Attachments: 1
AAPL , GOOGL , MTCH , BMBL

+33 pts



Google Play Store Brings Back Alternative Billing in Europe

By scorpioduck on July 19, 2022, 4:40 p.m.
Tagged topics: App Store , Google Play

Views: 14, Votes: 4, Responses: 0, Attachments: 1
META , GOOGL , SNAP , PINS , KIND , YELP , CRTO

+41 pts



Online Advertising: Why Its Healthier than '09 But Why We are Still Taking a More Pragmatic Stance

By mooreideas on July 19, 2022, 11:02 a.m.
Tagged topics: macro pressures , analyst lowers estimates

Views: 30, Votes: 6, Responses: 0, Attachments: 1
GOOGL , SNAP , PINS , META

+20 pts



I'm not surprised with the weakening engagements at Meta. Could be because of the hard pivot they have made to look more like Tiktok in...

By ekmokaya on July 15, 2022, 2:25 a.m.
Tagged topics: analyst checks , TikTok

Views: 36, Votes: 10, Responses: 0, Attachments: 0
META , GOOGL , SNAP , PINS

+42 pts



How Are META/TikTok/SNAP/PINS and YouTube Engagement Trends?

By mooreideas on July 14, 2022, 10:27 a.m.
Tagged topics: analyst checks , TikTok

Views: 89, Votes: 6, Responses: 1, Attachments: 1
AMZN , META , GOOGL

+34 pts



$AMZN Key takeaways from AMZN aggregator call with Forum Brands Founder/Co-CEO

By puckerman17 on July 13, 2022, 11:58 a.m.
Tagged topics: digital advertising , expert analysis

Views: 17, Votes: 4, Responses: 0, Attachments: 1
META , GOOGL , SNAP , TWTR , AMZN

+34 pts



Ad Checks Takeaways with GroupM’s Ed Foster and Kate Scott-Dawkins

By puckerman17 on July 13, 2022, 11:53 a.m.
Tagged topics: expert analysis , TikTok

Views: 15, Votes: 4, Responses: 0, Attachments: 1
META , GOOGL , AAPL

+50 pts



US Digital Advertising Q2'22 Preview: Analyzing The Industry Debates & Estimates

By ethonomics on July 6, 2022, 6:38 p.m.
Tagged topics: digital advertising , TikTok

Views: 58, Votes: 8, Responses: 1, Attachments: 1
ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

+33 pts



A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 15, Votes: 3, Responses: 0, Attachments: 1
AMZN , BKNG , UBER , GOOGL , SNAP , META , PINS , TWTR , CRTO , CDLX , EBAY , FTCH

+50 pts



Cutting Estimates Across Coverage on Macro, FX, and Company-Specific Dynamics; AMZN, BKNG, and UBER Remain Best Ideas

By realjoe on June 29, 2022, 10:23 a.m.
Tagged topics: analyst lowers estimates

Views: 50, Votes: 11, Responses: 0, Attachments: 1
GOOGL , FB , SNAP , TWTR

+34 pts



Ad Checks Call Takeaways: Expert Call w/ Media Agency Head

By junkfoodlover on June 27, 2022, 3:25 p.m.
Tagged topics: analyst checks

Views: 19, Votes: 3, Responses: 0, Attachments: 1
GOOGL , SNAP , FB

+46 pts



$GOOGL $META - ad checks suggest growing risk to 2H estimates

By CdnInvstr on June 24, 2022, 4:45 p.m.
Tagged topics: analyst checks

Views: 147, Votes: 6, Responses: 0, Attachments: 1
NFLX , DIS , AMZN , AAPL , GOOGL

+45 pts



The Future of Streaming

By mooreideas on June 24, 2022, 11:01 a.m.
Tagged topics: deep dive

Views: 62, Votes: 5, Responses: 0, Attachments: 1
Healthy balance sheet
Youtube is undervalued under holding structure
Long term secular growth
Monopoly in search